$132 Million is the total value of Madrona Financial Services, LLC's 43 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 39 | Q2 2024 | 8.2% |
| COSTCO WHSL CORP NEW | 39 | Q2 2024 | 6.4% |
| APPLE INC | 39 | Q2 2024 | 2.9% |
| BERKSHIRE HATHAWAY INC DEL | 39 | Q2 2024 | 1.8% |
| STARBUCKS CORP | 39 | Q2 2024 | 1.0% |
| ISHARES TR | 37 | Q4 2023 | 3.2% |
| PACCAR INC | 36 | Q2 2024 | 0.4% |
| CISCO SYS INC | 35 | Q2 2024 | 0.5% |
| BERKSHIRE HATHAWAY INC DEL | 34 | Q2 2024 | 0.3% |
| ISHARES TR | 32 | Q1 2023 | 5.8% |
View Madrona Financial Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-19 |
| 13F-HR/A | 2024-01-25 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-14 |
View Madrona Financial Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.